AdminsFinancial aid

Reconcile ESA settlements from a CSV

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

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How to reconcile ESA settlements from a CSV

1Click Billing under Administration in the sidebar
2Click the Financial aid tab
3Click Import
4Under "ESA / third-party settlements" choose the payment report CSV from your vendor portal
5Click Preview — a dry run, nothing is written yet
6Click Import — each row lands on the family's oldest open invoice
7Use the "Award decisions (FACTS, Clarity, SSS)" card the same way for outside award decisions

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

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